Trace Cohen highlights Amazon spending 94% of operating cash flow on AI infrastructure and a sharp free cash flow drop, framing AI capex as a massive balance-sheet bet.
Amazon is spending 94% of its operating cash flow on AI infrastructure.
Their free cash flow went from $33B to $8B in one year.
I built a dashboard tracking $764B+ in AI spend across Meta, Microsoft, Google, Amazon, Tesla, NVIDIA, and Apple
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